Invoicing and money · IM-09

Expenses Claim Form

A free printable expenses claim — a line per receipt with category and amount, a declaration, and approval and payment lines.

First page of the Expenses Claim Form — Claim money spent on somebody else's behalf in a form that ties each line to a numbered receipt and gets signed off.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Claim money spent on somebody else's behalf in a form that ties each line to a numbered receipt and gets signed off.

Who it is for

Small businesses, clubs, charities, committees, volunteers and anyone reimbursing staff or members.

How to use it

  1. Number the receipts and write the number in the row, then attach them in order.
  2. Use your organisation's own categories.
  3. Sign the declaration — it is what makes the claim a document rather than a note.
  4. Have someone other than the claimant approve it.
  5. Record the date it was paid, on the form.

What is on the sheet

The layout is fixed at a size that fits both A4 and US Letter, so the A4 and Letter files are visually identical and print at full size on either. Rows are set at a height that an adult can actually write a date and a few words into with a pen — most printable tables are built in a word processor and never tested with one.

Questions

Why is there no mileage rate on the form?

Because rates are set by the organisation paying and, in many countries, by a tax authority — and they change. Printing one would be wrong for most readers within a year. Write the rate you are using in the row.

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